Wilkins Miller Wealth Management, LLC Portfolio Holdings

Wilkins Miller Wealth Management, LLC

  • $95.6 Billion
  • Q4 2024

Wilkins Miller Wealth Management, LLC has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $95.6 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $13.1B, Schwab Strategic Tr Us Large C with a value of $7.25B, Ishares Core S&P 500 ETF with a value of $6.68B, Ishares Tr with a value of $5.59B, and Schwab Strategic Tr Us Small C with a value of $4.86B.

Examining the 13F form we can see an increase of $95.6B in the current position value.

Wilkins Miller Wealth Management, LLC is based out at Mobile, AL

Below you can find more details about Wilkins Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $95.6 Billion
ETFs: $70.3 Billion
Technology: $4.4 Billion
Energy: $2.26 Billion
Financial Services: $2.22 Billion
Consumer Defensive: $1.46 Billion
Industrials: $1.17 Billion
Communication Services: $1.11 Billion
Healthcare: $1.09 Billion
Other: $987 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Billion 13.68% of portfolio
564,079
Q4 2024 New
$0
$7.25 Billion 7.58% of portfolio
260,163
Q4 2024 New
$0
$6.68 Billion 6.99% of portfolio
11,352
Q4 2024 New
$0
$5.59 Billion 5.84% of portfolio
261,491
Q4 2024 New
$0
$4.86 Billion 5.08% of portfolio
187,892
Q4 2024 New
$0
$4.62 Billion 4.83% of portfolio
251,999
Q4 2024 New
$0
$4.01 Billion 4.2% of portfolio
169,510
Q4 2024 New
$0
$4 Billion 4.18% of portfolio
175,421
Q4 2024 New
$0
$2.66 Billion 2.78% of portfolio
38,891
Q4 2024 New
$3.95T
$2.64 Billion 2.77% of portfolio
10,557
Q4 2024 New
$0
$2.58 Billion 2.7% of portfolio
113,582
Q4 2024 New
$0
$2.28 Billion 2.38% of portfolio
17,861
Q4 2024 New
$0
$1.8 Billion 1.88% of portfolio
68,882
Q4 2024 New
$0
$1.67 Billion 1.74% of portfolio
103,824
Q4 2024 New
$0
$1.6 Billion 1.68% of portfolio
64,359
Q4 2024 New
Ishares Tr
-
$1.6 Billion 1.67% of portfolio
-
Q4 2024 New
$775B
$1.37 Billion 1.43% of portfolio
5,714
Q4 2024 New
$0
$1.3 Billion 1.36% of portfolio
56,296
Q4 2024 New
$0
$1.21 Billion 1.26% of portfolio
65,264
Q4 2024 New
$307B
$1.21 Billion 1.26% of portfolio
8,342
Q4 2024 New
$3.04T
$1.05 Billion 1.1% of portfolio
2,494
Q4 2024 New
$0
$1.02 Billion 1.07% of portfolio
1,991
Q4 2024 New
$0
$992 Million 1.04% of portfolio
37,237
Q4 2024 New
$0
$931 Million 0.97% of portfolio
39,980
Q4 2024 New
$0
$794 Million 0.83% of portfolio
29,055
Q4 2024 New
$1.07T
$791 Million 0.83% of portfolio
4,178
Q4 2024 New
-
$673 Million 0.7% of portfolio
-
Q4 2024 New
$461B
$622 Million 0.65% of portfolio
5,784
Q4 2024 New
$96.2B
$607 Million 0.63% of portfolio
7,369
Q4 2024 New
$0
$582 Million 0.61% of portfolio
28,893
Q4 2024 New
$0
$574 Million 0.6% of portfolio
4,460
Q4 2024 New
$0
$562 Million 0.59% of portfolio
27,626
Q4 2024 New
$309B
$542 Million 0.57% of portfolio
8,707
Q4 2024 New
$0
$533 Million 0.56% of portfolio
32,563
Q4 2024 New
$0
$522 Million 0.55% of portfolio
4,534
Q4 2024 New
Invesco Exch Trd Slf Idx Fd
-
$487 Million 0.51% of portfolio
-
Q4 2024 New
$0
$486 Million 0.51% of portfolio
6,499
Q4 2024 New
$0
$476 Million 0.5% of portfolio
23,040
Q4 2024 New
$72B
$456 Million 0.48% of portfolio
3,682
Q4 2024 New
$403B
$450 Million 0.47% of portfolio
2,682
Q4 2024 New
$452B
$448 Million 0.47% of portfolio
2,688
Q4 2024 New
$830B
$421 Million 0.44% of portfolio
545
Q4 2024 New
$0
$409 Million 0.43% of portfolio
1,758
Q4 2024 New
$17.3B
$390 Million 0.41% of portfolio
1,057
Q4 2024 New
$148B
$380 Million 0.4% of portfolio
1,540
Q4 2024 New
$0
$372 Million 0.39% of portfolio
2,261
Q4 2024 New
$227B
$375 Million 0.39% of portfolio
3,767
Q4 2024 New
$0
$339 Million 0.35% of portfolio
9,937
Q4 2024 New
$151B
$322 Million 0.34% of portfolio
1,413
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $95.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 71 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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